Caruso Management Company 401(k) Retirement Savings Plan And Trust
Sponsored by Caruso Management Company, Ltd. · EIN 954339434 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 142
- With balances
- 204
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shuster Advisory Group, Llc CRD 170233 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shuster Advisory Group Llc | Investment advisory (plan) | $38,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,786 |
| Empower Advisory Group, Llc | Investment management | $25,037 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $6,465 |